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Saturday, October 27, 2012

Hugh Hendry & David Einhorn at The Buttonwood Gathering 2012

Hugh Hendry is in the first part of the movie. He is the founding partner of Eclectica Asset Management and became known in 2008 as Eclectica earned +31.2%. At minute 56, Einhorn comes in to debate FED policies. No bottom up value investing theme, but definitely worth understading how he frames macro decisions that at the end of the day might affect us, value investors.